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Nvidia’s Mysterious Buyers Drive 39% of Q2 Revenue, Sparking AI Chip Demand Speculation
Nvidia’s Mysterious Buyers Drive 39% of Q2 Revenue, Sparking AI Chip Demand Speculation
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BTCCSquare news:
Nvidia's latest quarterly filing reveals two unnamed customers accounted for 39% of its Q2 revenue—Customer A at 23% and Customer B at 16%. The $6 billion combined spending marks a sharp rise from last year's 25% share by top clients, intensifying scrutiny over who fuels the AI chip boom.
Despite speculation linking cloud giants like Amazon or Microsoft to the surge, Nvidia withheld identities, noting the buyers are 'direct customers'—likely intermediaries like Foxconn or Quanta that repurpose chips for end users. The opacity underscores supply chain layers shielding end-demand drivers.
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